An investment thesis is the conclusion an investment committee approves. Commercial due diligence is the process that tests whether the [...]
Published July 13, 2026An investment thesis is the argument for why a deal should get funded. A value creation plan is the operating [...]
Published July 13, 2026A private equity investment thesis is the documented argument for why a deal will return capital, covering market size, competitive [...]
Published July 13, 2026Most leadership teams can complete the process within two weeks: about a week to gather leadership nominations and firmographic baselines, [...]
Published July 13, 2026Record each leader's score independently before averaging them, since the size of the gap between scores is itself useful information [...]
Published July 13, 2026A shared spreadsheet in Google Sheets or Excel is enough to run the four-category rubric with a weighted-total formula. Companies [...]
Published July 13, 2026Review and refresh the scoring rubric and the underlying generational customer list every two quarters. Revisit it immediately after any [...]
Published July 13, 2026The CEO, President, or owner should lead the workshop that builds the profile, with the full leadership team participating, because [...]
Published July 13, 2026Start with 8 to 12 of your longest-standing, highest-value relationships. That range is large enough to reveal a repeatable pattern [...]
Published July 13, 2026
